Wealth Advisor - Craft Personal Financial Plans
Job in
Wakefield, Middlesex County, Massachusetts, 01880, USA
Listed on 2026-07-04
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
PNC is seeking a Financial Advisor based in Wakefield, MA, to consult on investment strategies and manage an assigned book of business. This role includes developing financial plans for clients and requires solid relationship management skills and relevant financial analysis experience.
Ideal candidates will have a bachelor's degree along with FINRA Series 7 and 66 licenses. PNC offers an inclusive workplace culture, robust training, and a comprehensive benefits package including health insurance, retirement plans, and generous paid time off.
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